PRETTY THOMAS
Calgary,ALBERTA
Summary
Senior Financial Advisor at Scotiabank with expertise in investment analysis and client education. Proven track record of helping clients achieve financial goals through personalized strategies. Strong ability to manage high-pressure situations while maintaining exceptional client service. Committed to driving business growth and attracting new clients.
Overview
4
4
years of professional experience
3
3
Certifications
Work History
Senior Financial Advisor
SCOTIABANK
Calgary, Alberta
12.2022 - Current
- Educated clients on diverse investment vehicles to facilitate informed decision-making.
- Monitored performance of investments, implementing adjustments as required.
- Maintained comprehensive transaction records utilizing specialized software.
- Cultivated client relationships through personalized service to enhance retention and attract new business.
- Conducted meetings with clients to evaluate progress, assess risk tolerance, and suggest portfolio modifications.
- Developed tailored financial plans aligned with individual needs and long-term objectives.
Payment And Rewards Sales Representative
PC FINANCE,LOBLAW COMPANY
GEORGETOWN, Canada
04.2022 - 11.2022
- Actively engage with customers to educate and promote President's Choice Financial products
- Understand customer needs to make appropriate recommendations
- Offer exceptional advice and product knowledge
- Create excitement around the product offering, by being a subject matter expert and advocate for the brand/product
- Approach each situation with confidence and enthusiasm to promote and sell our wide-selection of products and solutions
Education
Master Of Business Administration - International Business and Marketing
Kannur University
KERALA01.2016
Bachelor Of Engineering - Electronics and Communication
Anna University
Chennai01.2012
Skills
- Leadership skills
- Software Skills
- Working knowledge of MS Word
- Working knowledge of Excel
- Working knowledge of Outlook
- Working knowledge of Teams
- Excellent Communication skills
- Multi-tasking skills
- Quick Learning skills
- Team Player
- Adaptable and Flexible
- Growth-Driven mindset
- Investment analysis
- Financial planning
- Risk assessment
- Client education
- Customer relationship management
- Sales strategies
Pronouns
She/Her
Certification
CIFP
Languages
English
Full Professional
Hindi
Professional
Malayalam
Professional
Tamil
Professional
Timeline
Senior Financial Advisor
SCOTIABANK
12.2022 - Current
Payment And Rewards Sales Representative
PC FINANCE,LOBLAW COMPANY
04.2022 - 11.2022
Master Of Business Administration - International Business and Marketing
Kannur University
Bachelor Of Engineering - Electronics and Communication
Anna University